Fixed Income Virtual Market Briefing

18th June 2020 -  Live Online - 10:30 - 12:25


Investment Week is hosting its Fixed Income Virtual Briefing at a time of huge uncertainty for investors as they try to navigate their way through the market fallout caused by the Covid-19 pandemic.

During this briefing, we will hear from a number of fixed income managers about their response to the extraordinary events of the past few months and how they have been navigating turbulent market conditions. In light of recent events, they will share their outlook for fixed income markets, including their views on the impact of huge stimulus packages from global policymakers.

The managers will also identify where they are seeing the biggest opportunities and risks at the moment across the fixed income space and explain the role their strategies could play in client portfolios.

Agenda:



Stream 1 Stream 2 Stream 3
10:30 - 11:05

AXA Investment Managers
AXA Global Short Duration Bond Fund

Kames Capital
Kames Strategic Bond Fund

Aviva Investors
Global Investment Grade Strategy

11:10 - 11:45

Aviva Investors
Global Investment Grade Strategy

AXA Investment Managers
AXA Global Short Duration Bond Fund

Kames Capital
Kames Strategic Bond Fund

11:50 - 12.25

Kames Capital
Kames Strategic Bond Fund

Aviva Investors
Global Investment Grade Strategy

AXA Investment Managers
AXA Global Short Duration Bond Fund

AXA Investment Managers:

Embracing uncertainty with Global Short Duration

As the world grapples with its worst crisis in over a decade, investors are trying to understand the long-term economic impact of COVID-19. Unfortunately, despite markets rebounding strongly, macroeconomic uncertainty is at its highest in modern history while earnings visibility remains poor. This is why we believe it is essential for investors to focus on strategies like global short duration which has the ability to dynamically asset-allocate across the full short-dated fixed income spectrum. This strategy aims to achieve superior risk-adjusted returns by focusing on capital preservation, ensuring a strong liquidity profile and targeting an attractive yield while minimising volatility.


Speakers:

Investment Manager, Fixed Income
Kames Capital
Senior Fixed Income Portfolio Manager
AXA Investment Managers